The Quantum Difference
Personalized Guidance Curated for You
Combining comprehensive financial planning and evidence-based investment management, we craft a personalized financial strategy that’s right for you.
Values-Driven
Beyond the numbers, we ensure our recommendations align with your values and reflect the people, communities, and causes that matter most to you.
Rooted in Integrity & Excellence
We put your best interest first by providing the experience, trust, and support you need today and in the future.
Meet Your Team
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Adam Salas
Financial Advisor
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Allie Long
Sr. Client Experience Associate
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Beth Greulich
Chief People Officer, Partner, Advisor
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Darius Gagne
Chief Investment Officer, Partner, Advisor
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David DeWolf
Chief Financial Officer, Partner, Advisor
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James Katsivalis
Client Experience Associate
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Jessica Lu-Buetow
Chief Compliance Officer, Partner, Advisor
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Jho Malicdan
Sr. Client Experience Associate
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John Eing
Chief Strategy Officer, Partner, Advisor
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Kimberly Helm
Financial Advisor
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Matt Higgins
Financial Advisor
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Ryan Balderian
Director of Investments and Trading, Partner
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Sean Murray
VP of Finance
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Scott Swanson
Chief Operating Officer, Partner, Advisor
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Tracy Shemano
Client Experience Director
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Wende Headley
Chief Executive Officer, Partner, Advisor
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Professional Affiliations
